Thomas
Melburn
Everspire
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About this Advisor
Thomas Melburn is a financial advisor based in Midvale, Utah, working with Everspire. Thomas has previously held positions at Optioniq, LLC, Cambria Capital, LLC, Benchmark Investments, Inc, Benchmark Advisory Services, LLC, Kingswood Wealth Advisors LLC, Mhl Investments, and Everspire. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Florida, Texas, and Utah. Currently, Thomas is part of Everspire, which operates out of Midvale, Utah. The firm has 1 office and 19 employees. The firm manages assets totaling $156.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Everspire includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Everspire Brokerage Details
$156,248,570
19
1,737
$89,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Thomas Melburn Work History
Mhl Investments
Everspire
Kingswood Wealth Advisors LLC
Benchmark Investments , Inc
Benchmark Advisory Services, LLC
Cambria Capital, LLC
Optioniq, LLC
Disclosures
Please visit the SEC profile of Thomas Melburn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Everspire
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Reno, NV
Midvale, UT
Abilene, TX
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